Hi everyone,
Xero Profit Loss Statement
Today we shipped a brand new page which is the first iteration of our Profit Loss functionality. This expands our use of Xero data to include other end points and parts of Xero.
To access this new page you must have Xero enabled and it can be found under Company in the menu. If your organisation already has Xero enabled you must re-authorise the connection. This means terminating the integration and then re-initialising, granting Workzilla access to the Profit Loss tables.
The page allows a user to select any number of months, quarters or years to compare. Once you have made your selection you can then select a period. The page will then display +-variations on each other period displayed when weighted against your selection.
We have more plans for this page and we would be excited to hear any thoughts you guys might have on how we can make this more useful.
Targets
Targets have had a recent glow up and to round that off you can now view the side panel by period or by person. This makes incentive reporting all the easier.
Profitability
We have improved profitability reporting: when someone is a part of multiple teams the system will now evenly apportion both their salaried cost and their collected fees across those teams.